Unclaimed Profile

Abeer Agrawal

THEOREM PARTNERS LLC·SAN FRANCISCO, California

THEOREM PARTNERS LLC

301 HOWARD STREET, STE 830, SAN FRANCISCO, CA 94105CRD# 6546872Firm CRD# 281280

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Abeer Agrawal · SAN FRANCISCO, CA

Registration

CRD #6546872 · THEOREM PARTNERS LLC

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Abeer Agrawal is a registered financial advisor based in SAN FRANCISCO, California, affiliated with THEOREM PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

Speak with Abeer

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Abeer is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

THEOREM PARTNERS LLC

THEOREM

AUM

$2.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at THEOREM PARTNERS LLC →

Services

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6546872

Firm CRD# 281280

View on FINRA BrokerCheck →

Looking for a financial advisor in SAN FRANCISCO?

Browse all registered financial advisors in SAN FRANCISCO, California or claim this profile if it's yours.

Browse SAN FRANCISCO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Abeer Agrawal offer?

Abeer Agrawal specializes in Retirement Planning, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Abeer Agrawal's credentials?

Abeer Agrawal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Abeer Agrawal located?

Abeer Agrawal is based in SAN FRANCISCO, California, working with THEOREM PARTNERS LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Abeer Agrawal charge for services?

Abeer Agrawal's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THEOREM PARTNERS LLC?

THEOREM PARTNERS LLC has approximately 62 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →